DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Chad Allen Hoover
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chad Allen Hoover
At current firm
1 y
since Mar 31, 2025
In the industry
23 y
since Jan 27, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Galena, Oh
- Fidelity Personal And Workplace Advisors formerJun 1, 2020 to Mar 31, 2025 · Columbus, Oh
- The Burney Company independent RIAMar 18, 2019 to May 4, 2020 · Galena, Oh
- J.P. Morgan Securities LLC wirehouseMar 6, 2013 to Mar 28, 2019 · Westerville, Oh
- J.P. Morgan Investment Management Inc. asset managerJan 12, 2006 to Nov 10, 2009 · New York, Ny
- J.P. Morgan Asset Management unclassifiedMay 31, 2005 to Dec 31, 2005 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- The Burney Company to Fidelity Personal And Workplace Advisorsleft May 4, 2020, registered Jun 1, 2020 (28 days) · RIA to affiliated broker-dealer or bank
- J.P. Morgan Securities LLC to The Burney Companyleft Mar 28, 2019, registered Mar 18, 2019 (-10 days) · Wirehouse to independent RIA
- J.P. Morgan Investment Management Inc. to J.P. Morgan Securities LLCleft Nov 10, 2009, registered Mar 6, 2013 (1212 days) · Other
- J.P. Morgan Asset Management to J.P. Morgan Investment Management Inc.left Dec 31, 2005, registered Jan 12, 2006 (12 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address